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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,576 | $45,825+97.7% | $90,657-0.1% | $56,289+60.9% |
| Participation rate | 67.1% | 66.7%+0.4pp | 74.0%-6.9pp | 69.9%-2.8pp |
| Annual return | -1.54% | 38.64%-40.2pp | 1.89%-3.4pp | -9.96%+8.4pp |
| Employer contribution / active EE | $3,859 | $1,372+181.3% | $2,532+52.4% | $2,111+82.8% |
| Participant deferral / active EE | $3,476 | $2,562+35.7% | $3,424+1.5% | $3,350+3.8% |
| Admin fee / account holder | $21,316 | $413+5066.0% | $4,994+326.8% | $521+3991.7% |